Sunbelt Securities’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Sunbelt Securities’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.7K	Hold	198	–	–	﹤0.01%	1325
2025 Q4	$17.4K	Buy	198 +2	+1%	+$175	﹤0.01%	1292
2025 Q3	$17.1K	Buy	196 +2	+1%	+$169	﹤0.01%	1307
2025 Q2	$15.1K	Hold	194	–	–	﹤0.01%	1216
2025 Q1	$15.4K	Hold	194	–	–	﹤0.01%	1177
2024 Q4	$15K	Buy	194 +1	+0.5%	+$80	﹤0.01%	1220
2024 Q3	$15.1K	Buy	193 +1	+0.5%	+$75	﹤0.01%	1216
2024 Q2	$13.9K	Buy	192 +2	+1%	+$142	﹤0.01%	1197
2024 Q1	$13.7K	Hold	190	–	–	﹤0.01%	1168
2023 Q4	$12.6K	Buy	190 +2	+1%	+$126	﹤0.01%	1126
2023 Q3	$11.6K	Buy	188 +1	+0.5%	+$64	﹤0.01%	1120
2023 Q2	$11.9K	Buy	187 +1	+0.5%	+$62	﹤0.01%	1135
2023 Q1	$11.4K	Buy	+186	New	+$11.5K	﹤0.01%	1095
2015 Q1	–	Sell	-9,212	Closed	-$298K	–	115
2014 Q4	$298K	Buy	+9,212	New	+$334K	0.39%	57

Other funds holding DLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Sunbelt Securities's DLN Position: Q1 2026 in Review

Sunbelt Securities held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 198 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Sunbelt Securities first reported a position in DLN in Q4 2014 and has held it in 14 quarters since. The position peaked at $298K in Q4 2014. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Sunbelt Securities held 198 shares of WisdomTree US LargeCap Dividend Fund worth $17.7K as of Q1 2026.
Sunbelt Securities left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1325 holding.
Sunbelt Securities first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2014 and has held it in 14 quarters since.
Sunbelt Securities's WisdomTree US LargeCap Dividend Fund position peaked at $298K in Q4 2014.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.